OVERVIEW

Instructions on how to add users if using Sage Intacct with multi-entity setup.

WHERE TO ADD USERS

Syncing at the Root

• To sync the Bill.com account with the top level of the M-Console or at the entity level, add the sync user to the top (parent level).

Syncing at the entity level

• When syncing at the entity level, create the user at the top(parent level) in Sage Intacct, but in Bill.com enter the entity ID you want to sync with (under the Sync > Preferences > Login Info). This will also apply for clients who have multiple entities in Sage Intacct and want to sync at a particular entity level.